Investments

Discussion List

• 
  Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.

  Closed JMSOUNDER 281 views 8 comments 0 points Most recent by JMSOUNDER February 2023Investing (Windows)
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  Can Simple Portfolio view show the actual value of Options in the Value column

  Closed DouginMD 21 views 0 comments 0 points Most recent by DouginMD February 2023Investing (Mac)
• 
  Managing RMDs

  Answered ✓ Closed jimarcher6837 611 views 7 comments 0 points Most recent by Jim_Harman January 2023Investing (Windows)
• 
  Gains reporting.

  Answered Closed rbmeanor09 52 views 4 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  Get a Quickin server falt when adding my Discover Bank account CC 501

  Answered Closed Buffdominator 21 views 1 comment 0 points Most recent by Quicken Jasmine January 2023Download, Add/Update Accounts (Windows)
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  Quicken for Mac v6.3 Released

  Quicken Marcus 2.9K views 83 comments 3 points Most recent by Jon January 2023Product Releases and Announcements: Mac
• 
  Accounting for ATT WBD Spin Off

  Answered Closed DSL 15.2K views 126 comments 1 point Most recent by q_lurker January 2023Investing (Windows)
• 
  How do I record a Buy to Open Call Option?

  Closed harry askenazi 662 views 1 comment 0 points Most recent by Tom Young January 2023Investing (Windows)
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  Return by Type Not Calculating Correct Values

  Closed allen_car 31 views 3 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  Slow execution along with validation/repair issues

  Answered ✓ Closed Barry Demchak 272 views 7 comments 0 points Most recent by Chris_QPW January 2023Errors and Troubleshooting (Windows)
• 
  Number of decimals in Portfolio view

  Answered ✓ Closed Andiamo93 122 views 2 comments 0 points Most recent by Andiamo93 January 2023Investing (Windows)
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  Quicken showing zero balances for my TIAA account

  Closed Niels 282 views 2 comments 1 point Most recent by Louisa January 2023Download, Add/Update Accounts (Mac)
• 
  When will Quicken add Roth IRA and Roth 401(k) account type and related tasks functionality?

  Answered ✓ Closed DianeB 1K views 12 comments 0 points Most recent by Alfred4Quicken January 2023Investing (Windows)
• 
  E-Trade transaction download stopped including number of shares

  Answered ✓ Closed DL# 1.3K views 37 comments 0 points Most recent by Frankx January 2023Investing (Windows)
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  Why don't my Quicken accounts and Balances Match My Vanguard Accours and Balances?

  Closed Mark Sam 181 views 1 comment 0 points Most recent by Jon January 2023Investing (Mac)
• 
  i have used nordvpn with Quicken until last week

  Closed KlisterKid 102 views 2 comments 0 points Most recent by Chris_QPW January 2023Download, Add/Update Accounts (Windows)
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  How do I record selling shares of mutual fund (A) & buying shares of mutual fund (B)?

  Closed jarhtmd 222 views 7 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  How do I change SWVXX Balance from part of Cash Balance to Mutual Fund

  Answered Closed KCSWA 262 views 8 comments 0 points Most recent by MontanaKarl January 2023Download, Add/Update Accounts (Windows)
• 
  How do I account for a stock transfer to charity?

  Answered ✓ Closed harry askenazi 485 views 6 comments 0 points Most recent by q_lurker January 2023Registers & Transactions (Windows)